Iimpawu zeMveliso

Izithintelo zamandla kunye nokuvalwa kwemveliso!I-ST Microelectronics, i-Xilinx, kunye nezinye iinkampani zikhupha izaziso zokunyuka kwamaxabiso

Ukususela ekuqaleni kukaSeptemba 2021, iPhondo laseJiangsu laqala ukwenza "ulawulo oluphindwe kabini lokusetyenziswa kwamandla", lilandelwa liPhondo laseGuangdong ukulandelela izithintelo zamandla kwaye ngokukhawuleza kwasasazeka eYunnan, Guangxi, Zhejiang, nakwezinye iindawo.Oku kwalandelwa ngamahemuhemu okuba ukuveliswa kwabavelisi abafana noTesla, i-Sunrise, kunye ne-Global Wafer yachatshazelwa ngamaqondo ahlukeneyo.

Kuyaphawuleka ukuba kutsha nje, i-STMicroelectronics, i-Xilinx, kunye nabanye abavelisi babhengeze ukunyuka kwamaxabiso ukuya kuthi ga kwi-30%.

Yintoni impembelelo yokunqunyulwa kwamandla?

Kutshanje, i-Intanethi iveze isaziso esivela kwiplanti yeSunbeam Kunshan ekhutshwe kukuvalwa kombane.

Ngokwesaziso, isityalo saseSunbeam Kunshan siya kuthintelwa ukusuka kwi-8pm nge-26 Septemba ukuya kwi-24 pm nge-30 Septemba 2021. Okwangoku, emva kothethathethwano nabasemagunyeni bakarhulumente, kuye kwaqinisekiswa usuku lokugqiba ukuveliswa kweemveliso eziqhubekayo. esebenza kumatshini.

Ngokutsho kweendaba, i-Rayson Group yathi ngokuhambelana nomgaqo-nkqubo wokuthintela amandla kurhulumente wasekhaya, ukuthunyelwa kwangethuba kuye kwalungiselelwa kwaye impembelelo kubathengi kunye ne-Rayson's Kunshan plant iya kulinganiselwa.

I-Global Wafer, nayo ibekwe eKunshan, nayo iye yathoba okwethutyana imveliso yayo ngenxa yentsebenziswano nomgaqo-nkqubo wothintelo lwamandla kaSuzhou, kwaye iplanti yaseKunshan kulindeleke ukuba ivalwe kude kube ngoSeptemba 30. Le nkampani iya kulungelelanisa nezinye izityalo kwiQela ukuze ukubonelela ngenkxaso yokuncedisa kwimiba yemveliso nonikezelo.

Ukongeza, abavelisi abaninzi eSuzhou, abanje nge-KYEC, Kunshan Nandina, Xinxing, AUO, kunye neKunshan Guangxing Electronics, baye bahlengahlengisa imveliso yabo ukuya kumaqondo ahlukeneyo ngenxa yomgaqo-nkqubo wothintelo lwamandla, ongabonakali ngathi unempembelelo enkulu ixesha.

Ngomhla wama-27 kuSeptemba, i-STMicroelectronics ikhuphe isaziso sayo sokunyuka kwexabiso lesithathu lonyaka.Inkampani yathi ukunqongophala kwangoku kwikhonkco lokubonelela nge-semiconductor kuyaqhubeka nokuchaphazela kakhulu ishishini, kungekho zimpawu zokubuyiswa kwexesha elifutshane.Ngokufumaneka okwandisiweyo kwezinye izinto eziphambili kwikhonkco lokubonelela, kunye notyalo-mali olomeleleyo lwenkampani kwimveliso, i-ST iya kwandisa amaxabiso kuzo zonke iimveliso, kubandakanywa noluhlu lwezinto ezikhoyo, kwikota yokugqibela (Q4) ka-2021.

Uluhlu lwe-ST's MCU lunqabile kwaye luyabiza kwimarike.Emva kwalo mjikelo wokunyuka kwamaxabiso, ukunqongophala kweemveliso zetshiphu kusenokuba phezulu nangakumbi.

Kwi-Xilinx, inkampani inyuse amaxabiso kuzo zonke iiodolo zangoku nezexesha elizayo, zonke izibonelelo, nazo zonke izinto ezithunyelwayo ngoNovemba 1, 2021 nasemva kwe-1 kaNovemba.kunye nokwanda kweepesenti ezingama-20 kuzo zonke ezinye iimveliso.

NgoSeptemba, i-ON Semiconductor ikhuphe umjikelo wesibini weeleta zokunyuswa kwexabiso ezibonisa ukunyuka kwamaxabiso kwezinye iimveliso, eziza kuqala ekuqaleni kuka-Oktobha, kwaye amaxabiso amatsha aya kusebenza kwii-odolo ezintsha kunye ne-backlog orders ezikhoyo.

Ukusukela kulo nyaka, kwii-ICs zolawulo lwamandla eSemiconductor, ii-IGBTs, iMosfet kunye nezinye iimveliso ziye zandisa amaxesha okuhanjiswa kuyo yonke ibhodi, ngelixa iidiode, iitransistors, i-optocouplers, i-CMOS sensors, kunye nezinye iimveliso ziye zafumana inqanaba elithile lokunqongophala, kunye namaxesha okuhambisa ezinye zeemveliso zayo sele zifikelela kwiiveki ezingama-52.

Ukunyuka kwexabiso lakutshanje yi-MediaTek, eceba ukunyusa amaxabiso ezinye zezisombululo zayo ze-chip ukususela ngoNovemba 1, ngokukodwa kwiisombululo ze-Wi-Fi ezibandakanya i-MT7668 kunye ne-MT7663 series, ukuya kuthi ga kwi-30%.

Ukongeza, abaninzi abanye abavelisi banohlengahlengiso lwexabiso lwamanqanaba ahlukeneyo.

I-Molex: Ukunyuka okungaphezulu kweepesenti ezisi-7 ngomhla woku-1 ku-Okthobha.

I-Renesas: i-15% inyuke nge-1 Okthobha.

I-Broadcom: i-20% inyuka ukusuka ku-Okthobha.

I-XANGSHUO: I-20% inyuka kuwo wonke umgca wemveliso ukususela ngoJanuwari kunyaka ozayo.

Xinghua: ukwanda ngakumbi kwikota yesi-4.

I-Unitech: ukunyuka kwamaxabiso e-SoC malunga ne-10-20%.

Izinto zoMbane zeChang Hwa: ukwanda kwe-8% -25%.

I-Yushun Technology: umgca opheleleyo weemveliso uza kwandiswa ukusuka nge-22 kaSeptemba